Client Outreach Specialist

1 day ago

Mabalacat, Central Luzon, Philippines beBeeFinancial Full time ₱1,750,000 - ₱2,500,000
Financial Services Appointment Setter

We are seeking a skilled and experienced Appointment Setter to join our team. As a key first touchpoint for prospective clients, you will help bridge the gap between individuals seeking financial clarity and our expert team.

Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.

Key Responsibilities:

  • Conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients to qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers or coaches to maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with warm leads to ensure engagement and appointment attendance, collaborating across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage and what we offer.

What We're Looking For:

  • Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of Kiwi retirement concerns.
  • Excellent communication skills—warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.

Benefits & Advantages:

  • Competitive hourly rates with performance incentives tied to successful bookings.
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions.
  • Training to deepen understanding of financial services, property insight, and wealth creation methods.
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: you'll help Kiwis gain financial confidence and more secure futures.

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